AP
| |
Axim Planning & Wealth13F | |
| Axim Planning & Wealth | |
| Last update 2025-05-13 | 45 Stocks (16 new) |
| Value $113.00 Mil | Turnover 5 % |
Axim Planning & Wealth Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EH | EHang Holdings Ltd | 4,393,795 | 91,786.4 | -3.55% | 81.350 | -2.71% | 6.100 | +9.35% | +8.42% | 1,228.7 | Aerospace & Defense | |
HPF |
John Hancock Preferred Income Fund II
John Hancock Preferred Income Fund II
| 333,318 | 5,539.8 | -18.96% | 4.910 | -1.37% | 1.550 | +4.19% | +2.02% | 348.3 | Asset Management | |
CLF | Cleveland-Cliffs Inc | 222,092 | 1,825.6 | +9.43% | 1.620 | +0.14% | 0.040 | +11.32% | -5.85% | 4,377.7 | Steel | |
PG | Procter & Gamble Co | 5,579 | 950.8 | -15.24% | 0.840 | -0.18% | 0.000 | -2.35% | -4.88% | 369,312.3 | Consumer Packaged Goods | |
MSFT | Microsoft Corp | 2,361 | 886.3 | -7.19% | 0.790 | -0.08% | 0.000 | +29.18% | +19.92% | 3,742,360.2 | Software | |
BTAL |
AGF U.S. Market Neutral Anti-Beta Fund
AGF U.S. Market Neutral Anti-Beta Fund
| 41,528 | 865.4 | New Holding | 0.770 | +0.77% | 0.210 | -14.46% | -7.14% | 286.6 | ||
USB | U.S. Bancorp | 15,423 | 651.2 | 0% | 0.580 | 0% | 0.000 | +21.69% | +1.18% | 73,694.7 | Banks | |
PM | Philip Morris International Inc | 4,075 | 646.8 | -0.02% | 0.570 | 0% | 0.000 | +18.13% | +50.31% | 277,028.9 | Tobacco Products | |
TSLA | Tesla Inc | 1,816 | 470.6 | +70.52% | 0.420 | +0.17% | 0.000 | +8.70% | -26.73% | 953,016.5 | Vehicles & Parts | |
CTAS | Cintas Corp | 2,269 | 466.4 | New Holding | 0.410 | +0.41% | 0.000 | +6.40% | +19.02% | 87,476.4 | Business Services |
Axim Planning & Wealth's Historical Top Holdings Breakdowns
Axim Planning & Wealth's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EH | EHang Holdings Ltd | 2025-03-31 | Reduce Reduce | -2.71% | 14.1 ($20.31) 26.45 | $17.07 | -15.95% | Reduce -3.55% | 4,393,795 | -161,900 | |
HPF |
John Hancock Preferred Income Fund II
John Hancock Preferred Income Fund II
| 2025-03-31 | Reduce Reduce | -1.37% | 16.06 ($16.81) 17.58 | $16.13 | -4.05% | Reduce -18.96% | 333,318 | -77,970 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Sold Out Sold Out | -0.80% | 168.16 ($179.03) 186.21 | $184.94 | 3.30% | Sold Out | 0 | -4,227 | |
BTAL |
AGF U.S. Market Neutral Anti-Beta Fund
AGF U.S. Market Neutral Anti-Beta Fund
| 2025-03-31 | New Buy New Buy | +0.77% | 17.67 ($18.96) 20.85 | $17.16 | -9.49% | New holding | 41,528 | 41,528 | |
CCL | Carnival Corp | 2025-03-31 | Sold Out Sold Out | -0.66% | 19.08 ($23.78) 28.49 | $28.83 | 21.24% | Sold Out | 0 | -25,000 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Sold Out Sold Out | -0.49% | 92.45 ($100.81) 106.69 | $110.88 | 9.99% | Sold Out | 0 | -4,505 | |
CTAS | Cintas Corp | 2025-03-31 | New Buy New Buy | +0.41% | 182.09 ($199.2) 208.14 | $216.64 | 8.76% | New holding | 2,269 | 2,269 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | Sold Out Sold Out | -0.39% | 48.08 ($51.4) 53.73 | $54.79 | 6.60% | Sold Out | 0 | -7,142 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | New Buy New Buy | +0.37% | 206.38 ($226.74) 242.18 | $257.83 | 13.71% | New holding | 2,048 | 2,048 | |
CTA |
Simplify Managed Futures Strategy ETF
Simplify Managed Futures Strategy ETF
| 2025-03-31 | New Buy New Buy | +0.33% | 27.81 ($29.06) 30.21 | $27.63 | -4.92% | New holding | 12,622 | 12,622 |
Axim Planning & Wealth Total Holding History ($B)
Axim Planning & Wealth's Asset Allocation
Axim Planning & Wealth Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Axim Planning & Wealth's Hypothetical Growth since 2025-03-31
Axim Planning & Wealth's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Axim Planning & Wealth's Holdings Heat Map
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Axim Planning & Wealth's Holdings Bubble Chart
Axim Planning & Wealth News
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